Hopewiser Atlas for Salesforce.com. Administration Manual

Transcription

1 Hopewiser Atlas for Salesforce.com Administration Manual Hopewiser Ltd. Merlin Court Atlantic Street ALTRINCHAM Cheshire WA14 5NL Produced: February 2016 Version: 2.3w Tel:

2 Contents 1 Introduction Intended Audience Operation Version Information Installation Install the Installation Package(s) Add the Find Address buttons to the Page Layouts Configuration Program Options General Options Un-installation Remove the Find Address buttons from the Page Layouts Uninstall the Installation Package(s)

3 1 Introduction Welcome to Hopewiser Atlas for Salesforce.com. Hopewiser Atlas for Salesforce.com provides an easy way to capture addresses from a postal code and premise number or name, or from an incomplete address. This greatly speeds up the process of entering addresses while at the same time ensuring that accurate address information is stored. 1.1 Intended Audience This manual is aimed at administrators of Hopewiser Atlas for Salesforce.com. 1.2 Operation Please see the separate Hopewiser Atlas for Salesforce.com User Guide for detailed operation instructions. 1.3 Version Information To view version information, click the Hopewiser logo in the address lookup window or in the program options editor to display the About Box. Click the Hopewiser Logo The About Box shows the version numbers of the application, its component parts and the data set you are using. Should you need to contact technical support, it is useful to have these version numbers ready to enable the support staff to provide the most efficient response. 3

4 2 Installation Hopewiser Atlas for Salesforce.com can be installed into Salesforce.com. It has no additional hardware or third-party software requirements beyond those required for Salesforce.com. You will require an AddressServer in the Cloud account. Log on to Salesforce.com as an administrator/developer. 2.1 Install the Installation Package(s) The installation packages are unmanaged packages that contain the static resources, Visualforce pages and the Find Address buttons. If you have SalesforceIQ Starter edition or Salesforce.com Group edition, visit this URL to install the package for Leads, Accounts and Contacts into your organisation: If you have Salesforce.com Professional edition or higher, visit this URL to install the package for address lookup for Leads, Accounts, Contacts, Orders and Contracts: Note: If you are installing into a sandbox organization please visit these URLs instead: or, for Professional edition and higher: Add the Find Address buttons to the Page Layouts Add the Lead Find Address button. In Salesforce.com, navigate to Setup > Customize > Leads > Page Layouts In the table of Lead Page Layouts, locate the row that has a Page Layout Name of Lead Layout. Drag the Find Address button from the components area and drop it into the Custom Buttons area, as shown in the following screenshot. 4

5 Drag and Drop the Find Address Button Add the Account Find Billing Address and Find Shipping Address buttons. In Salesforce.com, navigate to Setup > Customize > Accounts > Page Layouts In the table of Account Page Layouts, locate the row that has a Page Layout Name of Account Layout. Drag the Find Billing Address button from the components area and drop it into the Custom Buttons area. Drag the Find Shipping Address button from the components area and drop it into the Custom Buttons area. Add the Contact Find Mailing Address and Find Other Address buttons. In Salesforce.com, navigate to Setup > Customize > Contacts > Page Layouts In the table of Contact Page Layouts, locate the row that has a Page Layout Name of Contact Layout. Drag the Find Mailing Address button from the components area and drop it into the Custom Buttons area. Drag the Find Other Address button from the components area and drop it into the Custom Buttons area. 5

6 If you have Salesforce.com Professional Edition or higher, add Find Address buttons to Orders and Contracts. Add the Order Find Billing Address and Find Shipping Address buttons. In Salesforce.com, navigate to Setup > Customize > Orders > Page Layouts In the table of Order Page Layouts, locate the row that has a Page Layout Name of Order Layout. Drag the Find Billing Address button from the components area and drop it into the Custom Buttons area. Drag the Find Shipping Address button from the components area and drop it into the Custom Buttons area. Add the Contract Find Billing Address button. In Salesforce.com, navigate to Setup > Customize > Contracts > Page Layouts In the table of Contract Page Layouts, locate the row that has a Page Layout Name of Contract Layout. Drag the Find Billing Address button from the components area and drop it into the Custom Buttons area. Hopewiser Atlas for Salesforce.com is now installed. Before use, you must set the Program Options (see section 3), in particular your Dataset, Username and Password (section 3.2). 6

7 3 Configuration 3.1 Program Options Program options can be viewed and changed using the included editor. Log on to Salesforce.com as an administrator. Navigate to where <xxx> varies depending on your territory. For example if, after logging on to Salesforce.com, you are taken to a URL beginning you would navigate to You can click the Your Account link to log on or sign up for an account on the Hopewiser Services website. When you have configured the options described in the following section, click the Save button to save your changes. 3.2 General Options Server This is the URL of the service you wish to use, typically Dataset This is the reference of the dataset you wish to use, e.g. uk-rm-paf-internal. Username, Password The username and password you use to connect to the service. Override Country When this option is blank, the value of the Country field in the completed address is obtained from the PAF. When this option is not blank, the Country field of the address is forced to the specified value. This can be useful if you use an abbreviation or a code to represent the country. For example, if you are using a UK PAF you could force the country to have the value UK instead of UNITED KINGDOM. Include Organisation Name in returned address When checked, Organisation Names that are listed in the PAF are included in the completed address. When cleared, Organisation Names are not included. Include only PAF-listed House Name in returned address When checked, the completed address will contain a House Name only if it is listed in the PAF. When cleared, the completed address will retain any House Name that was entered if the address is matched against the PAF. Include only PAF-listed District in returned address When checked, the completed address will contain a District only if it is listed in the PAF. When cleared, the completed address will retain any District that was entered if the address is matched against the PAF. 7

8 4 Un-installation Log on to Salesforce.com as an administrator/developer. 4.1 Remove the Find Address buttons from the Page Layouts Remove the Lead Find Address button. In Salesforce.com, navigate to Setup > Customize > Leads > Page Layouts In the table of Lead Page Layouts, locate the row that has a Page Layout Name of Lead Layout. Drag the Find Address button from the Custom Buttons area and drop it into the Remove the Account Find Billing Address and Find Shipping Address buttons. In Salesforce.com, navigate to Setup > Customize > Accounts > Page Layouts In the table of Account Page Layouts, locate the row that has a Page Layout Name of Account Layout. Drag the Find Billing Address button from the Custom Buttons area and drop it into the Drag the Find Shipping Address button from the Custom Buttons area and drop it into the Remove the Contact Find Mailing Address and Contact Find Other Address buttons. In Salesforce.com, navigate to Setup > Customize > Contacts > Page Layouts In the table of Contact Page Layouts, locate the row that has a Page Layout Name of Contact Layout. Drag the Find Mailing Address button from the Custom Buttons area and drop it into the Drag the Find Other Address button from the Custom Buttons area and drop it into the 8

9 If you have Salesforce.com Professional Edition or higher, remove the Find Address buttons from Orders and Contracts. Remove the Order Find Billing Address and Order Find Shipping Address buttons. In Salesforce.com, navigate to Setup > Customize > Orders > Page Layouts In the table of Order Page Layouts, locate the row that has a Page Layout Name of Order Layout. Drag the Find Billing Address button from the Custom Buttons area and drop it into the Drag the Find Shipping Address button from the Custom Buttons area and drop it into the Remove the Contract Find Billing Address button. In Salesforce.com, navigate to Setup > Customize > Contracts > Page Layouts In the table of Contract Page Layouts, locate the row that has a Page Layout Name of Contract Layout. Drag the Find Billing Address button from the Custom Buttons area and drop it into the 4.2 Uninstall the Installation Package(s) Navigate to Setup > Develop > Installed Packages. - Click Uninstall next to the package named either Hopewiser Atlas or Hopewiser Atlas Professional to complete the uninstallation. 9